Adrian Gonzalez, financial advisor San Diego CA

Adrian Gonzalez

CRD Number: 6622110
Current Firm: Ipg Investment Advisors, LLC

Adrian Gonzalez (CRD# 6622110) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Placement Group San Diego, CA Jan 2018 - Current 3
Ipg Investment Advisors, LLC San Diego, CA Jan 2018 - Current 3
Beta Capital Securities LLC Miami, FL Mar 2016 - Jan 2018 1
Unemployed Monterrey, Nl, Dec 2015 - Mar 2016 < 1
St. Edward's University Austin, TX Aug 2013 - Dec 2015 2
Beta Capital Securities LLC Miami, FL Jul 2015 - Aug 2015 < 1
Leon Capital Group Dallas, TX Jun 2014 - Aug 2014 < 1
Asia Pacific University Oita, Mar 2014 - Apr 2014 < 1
Itesm (monterrey Inst Of Tech And Higher Education) Monterrey, Nl, Aug 2011 - May 2013 1
Soliglass Sa De Cv Monterry, Nl, Aug 2011 - Aug 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Adrian Gonzalez
Phone Number: 619-326-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,369
    MILLIONS
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $2,574,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IN, MA, NY, TX

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